Purchases and Sales Made in Q3 2024 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q3 2024. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL EMERGING MK.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.15K- 13.37% |
$32.3K - $37.6K
|
7.46K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.17K- 2.04% |
$32.8K - $38.3K
|
56.2K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.21K- 0.19% |
$33.8K - $39.4K
|
625K
$19.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.26K- 93.55% |
$35.3K - $41.2K
|
87
$2.65K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.28K- 16.66% |
$35.9K - $41.9K
|
6.42K
$196K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.48K- 6.05% |
$41.5K - $48.4K
|
23K
$700K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.52K- 31.74% |
$42.5K - $49.5K
|
3.26K
$99.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.53K- 4.51% |
$42.7K - $49.8K
|
32.3K
$984K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.97K- 23.27% |
$55.1K - $64.2K
|
6.48K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.03K- 20.19% |
$56.7K - $66.2K
|
8.01K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.11K- 15.78% |
$59K - $68.8K
|
11.2K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.2K- 0.44% |
$61.6K - $71.9K
|
497K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.25K- 2.74% |
$63.2K - $73.7K
|
79.9K
$2.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-2.76K- 22.08% |
$77.4K - $90.3K
|
9.76K
$297K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.77K- 16.48% |
$77.5K - $90.4K
|
14K
$427K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.53K- 10.54% |
$99K - $115K
|
30K
$914K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.68K- 12.39% |
$103K - $120K
|
26K
$793K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-3.8K- 16.49% |
$107K - $124K
|
19.3K
$587K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-4K- 38.3% |
$112K - $131K
|
6.45K
$197K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.05K- 0.93% |
$113K - $132K
|
430K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-4.34K- 33.38% |
$122K - $142K
|
8.66K
$264K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-4.44K- 22.59% |
$124K - $145K
|
15.2K
$464K
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-4.51K- 8.88% |
$126K - $147K
|
46.3K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4.91K- 1.84% |
$137K - $160K
|
261K
$7.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.45K- 4.55% |
$153K - $178K
|
114K
$3.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-7.05K- 1.88% |
$198K - $230K
|
369K
$11.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.04K- 4.71% |
$225K - $263K
|
163K
$4.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.38K- 4.24% |
$235K - $274K
|
190K
$5.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-8.43K- 12.52% |
$236K - $275K
|
58.9K
$1.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.8K- 14.49% |
$302K - $352K
|
63.6K
$1.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-11.3K- 3.63% |
$318K - $371K
|
301K
$9.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.7K- 31.6% |
$383K - $447K
|
29.6K
$902K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-13.9K- 31.72% |
$389K - $453K
|
29.9K
$910K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-13.9K- 1.04% |
$390K - $455K
|
1.33M
$40.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-15.7K- 2.76% |
$440K - $513K
|
553K
$16.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-16.3K- 13.05% |
$457K - $532K
|
109K
$3.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-17.6K- 2.42% |
$492K - $574K
|
709K
$21.6M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.4K- 82.13% |
$543K - $633K
|
4.22K
$128K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-20.6K- 6.97% |
$576K - $672K
|
274K
$8.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-22.9K- 3.62% |
$643K - $750K
|
611K
$18.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-23.5K- 65.67% |
$660K - $769K
|
12.3K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.7K- 48.72% |
$720K - $839K
|
27K
$824K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29K- 2.67% |
$814K - $949K
|
1.06M
$32.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-37.5K- 13.32% |
$1.05M - $1.23M
|
244K
$7.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-54.4K- 2.77% |
$1.52M - $1.78M
|
1.91M
$58.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-71.8K- 99.25% |
$2.01M - $2.35M
|
544
$16.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
SELL
|
- |
-72.7K- 5.1% |
$2.04M - $2.37M
|
1.35M
$41.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-116K- 27.69% |
$3.24M - $3.78M
|
302K
$9.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-148K- 66.27% |
$4.15M - $4.84M
|
75.4K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-787K- 0.63% |
$22M - $25.7M
|
124M
$3.78B
|